Find a CFP® Professional

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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Contact

ING Financial Partners
(228) 863-6500

20 Cedarwood Ln
Gulfport, MS 39503-6222
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(228) 863-6500

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Financial Strategies Group Inc
(601) 856-3825

579 Lakeland East Dr Ste A
Flowood, MS 39232-9023
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(601) 856-3825

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact

Community Investment Professionals
(601) 693-0200

301 22nd Ave S
Meridian, MS 39301-6001
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(601) 693-0200

909 N 16th Ave
Laurel, MS 39440-3363
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(601) 649-5770

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Wealth Management

Contact

Edward Jones Investments
(662) 287-1409

1500 N Harper Rd Ste 1
Corinth, MS 38834-3700
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Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning

Contact

Branning Wealth Management, LLC
(601) 500-7925

PO Box 2908
Ridgeland, MS 39158-2908
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(888) 366-1184

800 Woodlands Pkwy Ste 107
Ridgeland, MS 39157-5200
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(601) 500-7925

Compensation Method: None Provided
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning

Contact

Moore & Powell, CPA
(601) 434-3888

115 West Canal St.
Picayune, MS 39466-3906
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(601) 434-3888

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Northwestern Mutual
(601) 914-2116

15 River Bend Pl Ste A
Jackson, MS 39232-9523
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(601) 914-2116

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Pinnacle Trust Company, Inc.
(601) 957-0323

101 Port Street
Suite 200
Madison, MS 39110-6012
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(601) 957-0323

Compensation Method: Salary
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning

Contact

UBS Financial Services Inc.
(601) 956-3939

6360 I 55 North
Suite 405
Jackson, MS 39211-2038
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(601) 956-3939

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Long-Term Care, Retirement Planning

Contact

Wells Fargo Advisors
(228) 865-1152 x3014

2555 14th Street
Gulfport, MS 39501-1924
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(228) 865-1152

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Contact

Ameriprise Financial Services
(662) 323-8318

101 S Lafayette St
Ste 14
Starkville, MS 39759-2914
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(662) 323-8313

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Life Planning

Contact

Medley & Brown
(601) 709-4394

795 Woodlands Pkwy
Ridgeland, MS 39157-5240
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(601) 709-4394

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, General Financial Planning, Investment Management, Wealth Management

Contact

Raymond James & Associates, Inc.
(601) 856-5751

4266 I 55 N
Ste 200
Jackson, MS 39211-6393
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(601) 368-2247

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Contact

SagePoint Financial Inc.
(228) 255-5778

1 Pelican Cv
Diamondhead, MS 39525-3622
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(228) 255-5778

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

MN Investment Group
(601) 362-4060

4780 I 55 N Ste 302
Jackson, MS 39211-6067
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(601) 362-4060

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Professional Planning Consultants
(601) 366-2446

1880 Lakeland Dr Ste B
Jackson, MS 39216-4916
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(601) 366-2446

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation

Contact

Merrill Lynch
(601) 485-4444

1122 22nd Ave
Meridian, MS 39301-4007
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(601) 485-4444

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning

Contact

Cadence Bank
(662) 329-6521

803 Main St
Columbus, MS 39701-4747
View on Map
(662) 329-6521

Compensation Method: None Provided
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Debt Management, Education Planning, Estate Planning

Contact

Fortenberry & Ballard
(601) 992-5292 x106

1929 Spillway Rd
Brandon, MS 39047-6079
View on Map
(601) 992-5292

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Cross-Border Planning, Debt Management, Elder Care

Contact

Cadence Bank
(662) 324-3285

301 E Main St
Starkville, MS 39759-8089
View on Map
(662) 324-4740

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

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